Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49424.22 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45363.01 Kr¶
PnL: ---------------------------------------> 307.01 Kr¶
DD now: ---------------------------------> -6.958 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 11:39:54.111070'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.560000 | 1670.220000 | 201.220000 | 13.700000 | 1468.999998 |
| Sedana Medical | 93 | 4.560000 | 2685.840000 | 164.840000 | 6.540000 | 2521.000011 |
| Orrön Energy | 180 | 4.810000 | 2155.500000 | 112.500000 | 5.510000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.040000 | 991.000000 | 56.000000 | 5.990000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.840000 | 1006.800000 | 45.800000 | 4.770000 | 960.999996 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | 3.590000 | 832.000000 | 40.000000 | 5.050000 | 792.000000 |
| Sagax B | 4 | 2.860000 | 891.600000 | 37.600000 | 4.400000 | 854.000000 |
| JM | 6 | 2.530000 | 900.000000 | 36.000000 | 4.170000 | 864.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 1.960000 | 987.120000 | 20.120000 | 2.080000 | 966.999996 |
| Gränges | 9 | 2.040000 | 946.800000 | 18.800000 | 2.030000 | 927.999999 |
| Byggmax Group | 33 | 1.870000 | 970.860000 | 14.860000 | 1.550000 | 956.000001 |
| BioGaia B | 8 | 1.030000 | 944.000000 | 14.000000 | 1.510000 | 930.000000 |
| Bilia A | 8 | 0.980000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Clas Ohlson B | 12 | -0.060000 | 973.800000 | 0.800000 | 0.080000 | 972.999996 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| EQT | 4 | 0.430000 | 831.600000 | -0.400000 | -0.050000 | 832.000000 |
| Biotage | 7 | -1.110000 | 932.400000 | -8.600000 | -0.910000 | 940.999997 |
| ASSA ABLOY B | 3 | -0.730000 | 770.100000 | -8.900000 | -1.140000 | 779.000001 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| OX2 | 13 | -0.550000 | 935.350000 | -14.650000 | -1.540000 | 949.999999 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| VEF | 909 | 0.600000 | 1828.910000 | -21.090000 | -1.140000 | 1850.000436 |
| SKF B | 5 | -2.250000 | 911.000000 | -29.000000 | -3.090000 | 940.000000 |
| Addnode Group B | 11 | -1.590000 | 887.150000 | -33.850000 | -3.680000 | 921.000003 |
| Indutrade | 5 | 1.640000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| Latour B | 4 | -0.240000 | 816.000000 | -41.000000 | -4.780000 | 857.000000 |
| Vitec Software Group B | 2 | 0.000000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Hexagon B | 26 | 0.610000 | 3411.200000 | -49.800000 | -1.440000 | 3461.000010 |
| Bufab | 3 | -0.680000 | 1045.800000 | -63.200000 | -5.700000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 2.220000 | 1385.160000 | -73.840000 | -5.060000 | 1458.999989 |
| TOTAL | 45363.010000 | 307.010000 | -6.95803% | 45056.000411 |
Updated:¶
'2023-07-04 11:40:10.966365'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
